How to send a Signeasy envelope to sign for each new record added in Airtable

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "New record added" under Airtable. Then, select the relevant table. This will allow your playbook to automatically detect the new record added in Airtable and initiate necessary actions.

If this is your first time using an Airtable integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Signeasy automation into your playbook to ensure the prompt sending of the envelope to sign in Signeasy for each new record added in the specified table in Airtable.

Click the "Add step" button, then locate the "Find template(s)" under Signeasy to find the name of the envelope that you're about to send and identify the template you will send. Once that is done, select the "Send the envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Signeasy account.

Activating your playbook is the final step to automate the sending of Signeasy envelope to the new record added in Airtable. Once turned on, it will respond to each new record added in the specified table in Airtable by sending the specific Signeasy envelope to sign without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.